InvestEdge, Inc.

One Belmont Avenue
Suite 200
Bala Cynwyd, PA 19004
About InvestEdge, Inc.:

InvestEdge is a leading provider of innovative advisor solutions to banks, registered investment advisors, family offices, and brokerage firms. Founded in June of 2000, InvestEdge remains to be one of the fastest-growing providers of wealth management solutions to the U.S. UHNW and HNW advisor market. Through a patented data unification process, supported by an integrated wealth management platform, InvestEdge simplifies complex wealth management operations and automates key front-office functions including portfolio management, performance measurement, client communications and reporting, compliance monitoring, trade automation, data aggregation, and client portal solutions. To learn more about InvestEdge, visit our website.

Recent Press Releases

InvestEdge, Inc. is listed under:

Bank Systems & Technology Online Buyer's GuideWall Street & Technology Online Buyer's Guide
Business Chatter™ is a service to allow business to communicate quickly and easily
Filter Business Chatter by Industry